Consultative Selling Foundations for Complex Deals
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Consultative Selling Foundations for Complex Deals
This course is part of Sales Strategies: Mastering Complex Sales Specialization
Instructor: Board Infinity
Included with
Recommended experience
Recommended experience
What you'll learn
Apply buyer psychology and persuasion principles to build trust and guide ethical sales conversations.
Define ICP, manage outreach systems, and run structured discovery to uncover real business needs.
Translate product features into measurable value using demos, storytelling, and outcome framing.
Handle objections, price discussions, and closing conversations with clarity and confidence.
Skills you'll gain
- Overcoming Objections
- Selling Techniques
- Marketing Psychology
- Cold Calling
- Sales Process
- Sales Enablement
- Sales Management
- Sales Pipelines
- Sales Presentation
- B2B Sales
- Consultative Selling
- Consultative Approaches
- General Sales Practices
- Prospecting and Qualification
- Price Negotiation
- Consumer Behaviour
- Sales Development
- Sales
- Sales Presentations
- Closing (Sales)
Details to know
March 2026
16 assignments
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There are 4 modules in this course
Build strong, trust-led sales conversations for complex deals using buyer psychology, consultative discovery, value communication, and ethical closing techniques. This course walks you through the complete modern sales process—from understanding how buyers think to running confident demos, handling objections, and setting up your first sales system.
In Module 1, you will see how sales really works by understanding buyer psychology, emotional drivers, and first principles of persuasion that shape every buying decision. In the next module, Module 2, we will cover the complete sales process including ICP definition, prospecting, outreach, and discovery mastery. In Module 3, we will see how to communicate value clearly, avoid over-pitching, deliver effective demos, and build trust using social proof. In Module 4, we focus on objection handling, confident closing, and price conversations without discounting. Finally, in Module 5, you will build your first practical sales system using CRM basics, metrics tracking, and a repeatable personal sales playbook. By the end, you will… -Run structured discovery calls that uncover real buyer needs -Communicate value instead of features in sales conversations -Deliver confident demos with clear next steps -Handle objections and pricing discussions without pressure -Build a simple, repeatable sales system using CRM fundamentals This course is ideal for… -Beginners entering sales, consulting, or customer-facing roles -Founders and early start-up employees handling sales conversations -Professionals transitioning into B2B or SaaS sales -Anyone who wants to sell ethically and confidently Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored by, or officially associated with any company, organization, or certification body unless explicitly stated. The content provided is based on industry knowledge and best practices but does not constitute official training material for any specific employer or certification program. All company names, trademarks, service marks, and logos referenced are the property of their respective owners and are used solely for educational identification and comparison purposes.
This module introduces learners to the true nature of sales and the psychological forces that drive buying decisions. Instead of framing sales as persuasion or pressure, this module explains sales as value transfer and problem-solving. Learners explore how sales differs from marketing and negotiation, and why selling is a core skill across nearly every career. The module then dives into buyer psychology, explaining how people make decisions using fast, emotional thinking and slower, rational thinking. Learners examine emotional triggers, cognitive biases, and real-world examples—such as premium coffee purchases—to understand why buyers choose one option over another. The module concludes with first principles of persuasion, emphasizing trust, affinity, aesthetics, and micro-conversions that move buyers toward a decision naturally. By the end of this module, learners will understand how buyers think, why trust matters more than tactics, and how to approach sales conversations with empathy and clarity.
What's included
8 videos4 readings3 assignments1 discussion prompt1 plugin
8 videos•Total 35 minutes
- Introduction to the Course•3 minutes
- Sales Redefined•6 minutes
- Why Storytelling works•5 minutes
- System 1 vs System 2•5 minutes
- The Science of Sales•6 minutes
- Decoding Trust•6 minutes
- Decoding Trust II•3 minutes
- Sales Concepts•3 minutes
4 readings•Total 40 minutes
- Syllabus•5 minutes
- Glossary•5 minutes
- Consultative Selling Essentials for Modern Deals•15 minutes
- The Future of Consultative B2B Selling•15 minutes
3 assignments•Total 90 minutes
- What Is Sales?•15 minutes
- Buyer Psychology Basics•15 minutes
- Introduction to Sales & Buyer Psychology•60 minutes
1 discussion prompt•Total 5 minutes
- What Did You “Buy”—and Why It Worked•5 minutes
1 plugin•Total 15 minutes
- Quick Course Check-In•15 minutes
This module focuses on how sales conversations begin and how to identify the right customers to sell to. Learners are introduced to the full sales process, from prospecting to closing, with a clear breakdown of each stage. The module explains how to define an Ideal Customer Profile (ICP) using demographic, psychographic, and behavioral signals, while also identifying anti-ICPs to avoid wasted effort. Learners explore lead sources, qualification basics, and pipeline hygiene to understand how opportunities are managed. Inside sales fundamentals are covered, including common sales roles and daily workflows. The module also introduces beginner-friendly outreach techniques across email, social platforms, events, and referrals. It concludes with discovery fundamentals, teaching learners how to ask better questions, uncover hidden needs, listen actively, and diagnose problems instead of pitching prematurely. By the end of this module, learners can confidently identify prospects and run structured discovery conversations.
What's included
20 videos5 readings6 assignments
20 videos•Total 115 minutes
- Sales is not Magic•5 minutes
- The Five Stage Cycle - Part 1•4 minutes
- The Five Stage Cycle - Part 2•7 minutes
- What is ICP, and how does it Differ from TG•5 minutes
- How to find ICP•5 minutes
- Why ICP Matters•6 minutes
- What is Lead - Part 1•6 minutes
- What is Lead - Part 2•4 minutes
- Changing approach based on types of leads - Part 1•6 minutes
- Changing approach based on types of leads - Part 2•9 minutes
- Changing approach based on types of leads - Part 3•5 minutes
- Lead Qualification & Pipeline Hygiene•9 minutes
- What is Inside Sales•4 minutes
- What skills an SDR should have•6 minutes
- What is Outreach & why is it important? •5 minutes
- Low Touch Channels•5 minutes
- High Touch Channels•8 minutes
- What is Discovery and why is it important? - Part 1•8 minutes
- What is Discovery and why is it important? - Part 2 •4 minutes
- Best Practices during Discovery stage•6 minutes
5 readings•Total 75 minutes
- Foundations of Ideal Customers and Sales Cycles•15 minutes
- Building and Managing High‑Quality B2B Leads•15 minutes
- Running an Effective Inside Sales Pipeline•15 minutes
- Lead Management Fundamentals: From Inbound vs Outbound to Pipeline Hygiene•15 minutes
- Lead Management Fundamentals: From Inbound vs Outbound to Pipeline Hygiene•15 minutes
6 assignments•Total 135 minutes
- The Full Sales Process•15 minutes
- ICP (Ideal Customer Profile)•15 minutes
- Lead Management 101•15 minutes
- Inside Sales Basics•15 minutes
- Outreach (Beginner Edition)•15 minutes
- Prospecting, ICP & Discovery Mastery•60 minutes
This module teaches learners how to communicate value clearly and avoid common beginner sales mistakes. The module starts by breaking down how features translate into benefits and real outcomes, helping learners identify the true value drivers that matter to buyers. Learners practice simplifying explanations using analogies and learn how overloading prospects with information reduces trust. The module then addresses over-pitching, explaining why salesy language creates resistance and how to keep conversations concise and buyer-focused. A dedicated demo section walks learners through structuring and delivering effective product demos—from opening context and highlighting “aha” moments to handling objections mid-demo and closing with clear next steps. The module concludes with social proof and trust-building techniques, including ethical use of testimonials, storytelling through case examples, and leveraging borrowed credibility. By the end of this module, learners can present value confidently and run demos that feel helpful, not pushy.
What's included
9 videos3 readings4 assignments1 discussion prompt
9 videos•Total 54 minutes
- From Discovery Data to Value Communication•6 minutes
- Value Drivers & Buyer Types•5 minutes
- Common Mistakes during Value Proposition•6 minutes
- Setting up your demo•6 minutes
- When Salesy Pitches Backfire•5 minutes
- OSO framework•5 minutes
- The importance of language•7 minutes
- The Demo Narrative - Part 1•7 minutes
- The Demo Narrative - Part 2•7 minutes
3 readings•Total 35 minutes
- Communicating Value, Not Just Features•15 minutes
- Keeping Your Pitch Crisp and Customer‑Focused•15 minutes
- Case Study•5 minutes
4 assignments•Total 105 minutes
- Value Proposition•15 minutes
- Over-Pitching & How to Avoid It•15 minutes
- How to Give a Demo (Beginner Edition)•15 minutes
- Value Communication & Demos•60 minutes
1 discussion prompt•Total 5 minutes
- Turn a Feature Into Value in 3 Sentences•5 minutes
This module equips learners with the confidence to handle objections, ask for the sale, and manage price discussions without discomfort. Learners first explore why buyers say “no” and how to identify the real root causes behind objections—such as trust gaps, misaligned priorities, or unclear value. Practical frameworks are introduced to de-escalate tension and respond calmly to resistance. The module then focuses on closing fundamentals, teaching learners how to recognize buying signals, ask for commitment naturally, and follow up effectively when deals stall. A dedicated lesson on price handling helps learners respond to price objections without defaulting to discounts. Learners also learn basic negotiation principles and how to anchor price around value rather than cost. By the end of this module, learners will feel more comfortable handling tough conversations and moving deals forward with clarity and confidence.
What's included
8 videos2 readings3 assignments
8 videos•Total 40 minutes
- Why Customers Say “No” - Part 1•7 minutes
- Why Customers Say “No” - Part 2•5 minutes
- The “Feel–Felt–Found” Method•6 minutes
- De-escalating Tension•5 minutes
- Buying Signals & When to Close•4 minutes
- How to Ask for the Sale (Without Pressure)•4 minutes
- Follow-Up Strategy & Silent Deals•7 minutes
- Closure! •2 minutes
2 readings•Total 30 minutes
- Foundations of Objection Handling and “Feel–Felt–Found”•15 minutes
- Recognizing Buying Signals and Asking for the Sale•15 minutes
3 assignments•Total 90 minutes
- Objection Handling•15 minutes
- Closing Fundamentals•15 minutes
- Objections, Closing & Handling Price•60 minutes
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Frequently asked questions
No. This course is designed for beginners and explains every concept from first principles.
Yes. The frameworks and examples are especially relevant for B2B, SaaS, and complex deals.
You’ll learn practical frameworks, examples, and do’s & don’ts—not rigid scripts.
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